Unified Inbox & Lead Scoring

The inbox consolidates all replies from your campaigns:

• Multi-Channel View: See email and LinkedIn conversations in one place
• Campaign Filter: View all conversations or filter by specific campaign
• Source Filter: Toggle between Email, LinkedIn, or All sources
• Search: Find conversations by lead name, email, company, or subject

Statistics cards at the top show total conversations, those needing replies, positive responses, and hot leads at a glance.

Quickly find the conversations that matter most using filter tabs:

• All: View every conversation across campaigns
• Needs Reply: Conversations waiting for your response
• Positive: Leads showing interest or positive sentiment
• Negative: Leads who declined or showed disinterest
• Hot Leads: High-scoring leads (70+ score) ready to convert

Use these filters to prioritize your daily follow-ups and focus on the most promising opportunities.

Every conversation receives an AI-calculated lead score from 0-100 based on multiple factors:

• Sentiment Analysis (40 points): Interested/positive responses score higher than neutral or negative
• Intent Detection (30 points): Mentions of meetings, demos, pricing, or specific questions boost scores
• Response Speed (10 points): Quick replies indicate higher interest
• Engagement Level (10 points): More back-and-forth indicates genuine interest
• Lead Title (10 points): Decision-makers (CEO, VP, Director) score higher

Leads are categorized into tiers based on their score:

• Hot Lead (70-100): High priority - ready for a call or meeting
• Warm Lead (50-69): Showing interest - continue nurturing
• Cold Lead (30-49): Some engagement - needs more touchpoints
• Unqualified (0-29): Low engagement or negative response

Focus your time on Hot and Warm leads for the best conversion rates.

Click any conversation to see the full thread and AI analysis:

• Message History: Complete chronological thread of all messages
• Lead Info Panel: Name, company, title, email, and LinkedIn profile link
• AI Summary: Automatically generated conversation summary
• Key Topics: Extracted topics discussed in the conversation
• Sentiment Badge: Visual indicator of the lead's current sentiment

Generate reply suggestions using AI directly from the inbox:

• Tone Selection: Choose Professional, Friendly, Casual, or Direct
• AI Generation: Click to generate a contextual response based on the conversation
• Edit & Send: Review, customize, and send the response

The AI considers the full conversation history and your campaign context to craft relevant replies.

When a lead is ready to meet, book directly from the conversation:

• Date & Time Picker: Select a convenient meeting time
• Calendar Integration: Syncs with Microsoft 365 calendar
• Automatic Invites: Sends calendar invites to the lead
• Meeting Status: Track scheduled, completed, and cancelled meetings

Hot leads showing buying signals should be moved to meetings as quickly as possible.

Keep your inbox up to date with automatic and manual sync:

• Automatic Sync: New replies are pulled in regularly
• Manual Sync: Click the sync button to check for new messages immediately
• Lookback Period: Sync captures messages from the past 48 hours by default

Both email (via Microsoft 365/Gmail) and LinkedIn messages are synced and matched to the correct campaign and lead.